Price
No data yet.
Social Signal Score
Analyst Ratings
34 analystsRevenue
$4.47B+279.56%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Nicolas Alain Emmanuel Papadopoulo
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- Employees
- 8,000
- Beta
- 0.28
- Country
- BM
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 0.99
Financials
Revenue
$4.47B+279.6%Net Income
$1.06B+318.0%EBITDA
$1.29B+283.5%Free Cash Flow
$1.31B+165.5%EPS (diluted)
$3.00+354.5%Shares Outstanding (diluted)
348.80M-6.9%Operating Expenses
$0.00Cash & Debt
$10.07BReturn of Capital
$1.16BRevenue by Segment (annual)
$17.07BDividend per Share
$5.00Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $19.93B | $4.40B | $11.84 |
| 2024 | $17.44B | $4.31B | $11.47 |
| 2023 | $13.29B | $4.44B | $11.94 |
| 2022 | $9.66B | $1.48B | $3.90 |
| 2021 | $8.92B | $2.16B | $5.34 |
| 2020 | $8.29B | $1.41B | $3.38 |
| 2019 | $6.78B | $1.64B | $3.97 |
| 2018 | $5.47B | $757.97M | $1.87 |
| 2017 | $5.37B | $619.28M | $1.40 |
| 2016 | $4.45B | $692.74M | $1.83 |
| 2015 | $3.98B | $537.74M | $1.41 |
| 2014 | $4.05B | $834.36M | $2.07 |
| 2013 | $3.48B | $709.73M | $1.75 |
| 2012 | $3.38B | $593.40M | $1.38 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ACGL's reported EPS growth of 18.0% a year over 13 years.
- EPS in 5 years
- $27.27
- Implied price
- $218.19
- Return from $93.60
- 18.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $108.48 — today's price is already 13.7% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 4 | 6 | 8 | 10 | 12 |
|---|---|---|---|---|---|
| 8.0% | -5.6% | 2.3% | 8.4% | 13.4% | 17.6% |
| 13.0% | -1.3% | 7.1% | 13.4% | 18.6% | 23.0% |
| 18.0% | 3.1% | 11.8% | 18.4% | 23.8% | 28.4% |
| 23.0% | 7.5% | 16.6% | 23.5% | 29.1% | 33.9% |
| 28.0% | 11.8% | 21.3% | 28.5% | 34.3% | 39.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100-16.67%Social Signal Score
Mentions (12)
- Newszacks.com·20h ago·Neutral
Will Arch Capital (ACGL) Beat Estimates Again in Its Next Earnings Report? Arch Capital (ACGL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
View source ↗ - Newszacks.com·5d ago·Neutral
Arch Capital Group (ACGL) Sees a More Significant Dip Than Broader Market: Some Facts to Know Arch Capital Group (ACGL) closed at $92.36 in the latest trading session, marking a -2.9% move from the prior day.
View source ↗ - Newsbusinesswire.com·8d ago·Neutral
Arch Capital Group Ltd. to Report 2026 Third Quarter Results on October 27 PEMBROKE, Bermuda--(BUSINESS WIRE)--Arch Capital Group Ltd. (NASDAQ: ACGL) (“Arch” or the “Company”) today announced it expects to release its 2026 third quarter results after the close of regular stock market hours on Tuesday, October 27. The Company will hold a conference call for investors and analysts at 10 a.m. ET on Wednesday, October 28. A live webcast of this call will be available via the Investors section of the…
View source ↗ - Newszacks.com·10d ago·Positive
Arch Capital Lags Industry, Trades at a Discount: Time to Hold or Exit? ACGL's strong underwriting, rising investment income and capital generation support earnings, while acquisitions expand its market reach.
View source ↗ - Newszacks.com·11d ago·Positive
Arch Capital's Mortgage Segment Emerges as an Earnings Stabilizer ACGL's Mortgage segment combines strong underwriting margins and premium growth, providing earnings diversification from P&C catastrophe volatility.
View source ↗ - Newszacks.com·14d ago·Neutral
Arch Capital Group (ACGL) Stock Declines While Market Improves: Some Information for Investors Arch Capital Group (ACGL) concluded the recent trading session at $95.78, signifying a -1.15% move from its prior day's close.
View source ↗ - Newsseekingalpha.com·16d ago·Neutral
Arch Capital: 7.5% Yielding Preferred Stock Is Attractive Thanks To Low Payout Ratio Arch Capital demonstrates robust financial strength, with a Q2 net profit of $1.06B and a tangible book value per share of $64.62. ACGL's preferred Series F shares offer a 7.5% yield, underpinned by a sub-1% payout ratio and $23B+ in common equity as a cushion. Share buybacks drive EPS growth, while the absence of a common dividend accelerates equity retention and supports balance sheet strength.
View source ↗ - Newszacks.com·21d ago·Negative
Arch Capital Group (ACGL) Ascends While Market Falls: Some Facts to Note Arch Capital Group (ACGL) reached $97.95 at the closing of the latest trading day, reflecting a +1.94% change compared to its last close.
View source ↗ - Newszacks.com·25d ago·Positive
3 Reinsurers Set to Benefit From Alternative Capital Boom Alternative capital is set to reshape reinsurance, creating growth opportunities for reinsurers that combine strong underwriting with third-party capital.
View source ↗ - Newszacks.com·32d ago·Neutral
Arch Capital Group (ACGL) Outpaces Stock Market Gains: What You Should Know Arch Capital Group (ACGL) reached $99.83 at the closing of the latest trading day, reflecting a +1.65% change compared to its last close.
View source ↗ - Newszacks.com·41d ago·Negative
ACGL's Insurance Segment Faces Competitive and Margin Pressures Arch Capital faces pressure from softer property pricing and catastrophe losses, weighing on Insurance segment growth and underwriting margins.
View source ↗ - Newszacks.com·48d ago·Positive
Arch Capital Lags Industry, Trades at a Premium: Time to Hold or Exit? ACGL's strong underwriting, investment income and capital generation support growth, while softer property pricing and catastrophe risks weigh.
View source ↗
Earnings
Tue, Oct 27(in 3 weeks)
Consensus estimate $1.92 per share
Typical surprise +15.1% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Jul 28$2.56 vs $2.47beat
- Tue, Apr 28$2.50 vs $2.48beat
- Mon, Feb 9$2.98 vs $2.59beat
- Mon, Oct 27$2.77 vs $2.26beat
- Tue, Jul 29$2.58 vs $2.30beat
- Tue, Apr 29$1.54 vs $1.32beat
Estimates and results for ACGL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ACGL officers and directors.
- Bought
- $499k
- Sold
- $30.1m
1 trade
12 trades
- Morin Francoissold
- Posner Brian Ssold
- Posner Brian Ssold
- Houston Daniel Josephbought
- Posner Brian Ssold
- Gansberg Davidsold
- Papadopoulo Nicolassold
- Rajeh Maamounsold
87 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (41d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (4d later)Buy$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (42d later)Sell$15,001 - $50,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (31d later)Sell$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Mar 9, 2025 (13d later)Buy$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 7, 2023 (27d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2022 (41d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2022 (41d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 14, 2022 (40d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 14, 2022 (40d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jan 27, 2022 (44d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 25, 2021 (42d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 25, 2021 (43d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 25, 2021 (43d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 25, 2021 (42d later)Buy$15,001 - $50,000
- Dean Phillipshouse · MN03 · disclosed Feb 13, 2021 (36d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.